Signature Wealth Management Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Sell |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Buy |
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